DFX Intelligence
RIA Intelligence
Advisors
Advisors registered through Ritholtz Wealth Management
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jay Drennan Tini | Ritholtz Wealth Management independent RIA | New York, Ny | Apr 28, 2023 | 22 y | 0 | 1 |
| William Carroll Vaughan | Ritholtz Wealth Management independent RIA | New York, Ny | Sep 3, 2026 | 10 y | 2 | 1 |
| Kristopher Pierre Venne Certified Financial Planner | Ritholtz Wealth Management independent RIA | New York, Ny | Mar 1, 2021 | 18 y | 1 | 1 |
| B•••• R•• W••••••• | R••••••• W••••• M••••••••• independent RIA | Chicago, Il | Feb 20, 2026 | 24 y | 0 | 1 |
| K•••• M•••••• Y•••• Certified Financial Planner | R••••••• W••••• M••••••••• independent RIA | New York, Ny | Feb 28, 2024 | 19 y | 1 | 1 |
| E••• J••• Z••••• | R••••••• W••••• M••••••••• independent RIA | New York, Ny | Mar 10, 2023 | 27 y | 7 | 1 |
| P••• S••••• Z•••••• | R••••••• W••••• M••••••••• independent RIA | New York, Ny | Mar 14, 2019 | 13 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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57 advisors match.